Recent Discussions

Discussion List

• 
  2

  Up Down
  QBP: Ability to create a Balance Sheet report for personal finances (edited)

  Active TCG 13 views 0 comments 2 points Started by TCG July 14 Quicken Business & Personal Feature Requests
• 
  Download investment transactions via CSV to personal computer (edited)

  neon45 31 views 2 comments 0 points Most recent by neon45 July 14Investments
• 
  How to enter a buy transaction CUSIP for Tbill

  Answered RobI 50 views 4 comments 0 points Most recent by RobI July 14Investments
• 
  Merged: D.A. Davidson accounts show incorrect data

  Closed mwatson 11 views 0 comments 0 points Started by mwatson July 14 Report a Bug
• 
  Notes disappeared from customize columns

  MinB 43 views 4 comments 0 points Most recent by SRC54 July 14Troubleshooting
• 
  How to recover past daily balances? (edited)

  Jlexky 56 views 4 comments 0 points Most recent by Jlexky July 13Adding and Updating Accounts
• 
  Quicken Simplifi Doesn't Find all accounts w/ SoFi - Smart Card missing

  exabrial 38 views 5 comments 0 points Most recent by exabrial July 13Adding and Updating Accounts
• 
  1

  Up Down
  User Defined Notifications for Ending Interest-Deferred Promotional Period (edited)

  Active Donald039 15 views 0 comments 1 point Started by Donald039 July 13 Feature Requests
• 
  How to remove erroneous pending transactions from Net Worth?

  Answered cloudquick 33 views 3 comments 0 points Most recent by Coach Jon July 13Using the Net Worth Feature
• 
  Looking to automate some transaction classifications based on the owner or last 4 (edited)

  Answered ByJam 19 views 1 comment 0 points Most recent by Coach Jon July 13Managing Your Transactions
• 
  0

  Up Down
  Bring back the "Tight" transaction row spacing option (edited)

  MWA 43 views 3 comments 0 points Most recent by Coach Natalie July 13Feature Requests
• 
  PENDING Transactions NOT clearing and then dropped from the register (edited)

  fromawayme 38 views 2 comments 0 points Most recent by EL1234 July 13Adding and Updating Accounts
• 
  69

  Up Down
  Add a reconcile feature [edited] (1 Merged Vote)

  Active jason518 3K views 67 comments 69 points Most recent by dsfreddy July 12Feature Requests
• 
  5

  Up Down
  When exporting a single account's transactions, add the account name to the CSV file (edited)

  Active Esings2Him 91 views 5 comments 5 points Most recent by dsfreddy July 12Feature Requests
• 
  Tax Total Should Display Loss as Negative

  cyberstackn 41 views 5 comments 0 points Most recent by DryHeat July 12Business Reports
• 
  Balance going in wrong direction

  Sunshine26 189 views 23 comments 0 points Most recent by EL1234 July 12Troubleshooting
• 
  100

  Up
  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 4.3K views 140 comments 100 points Most recent by Tabbykat 403 July 11Report Missing Financial Institution or Biller
• 
  Net worth not matching between mobile and web (edited)

  MrDWPMAN 37 views 1 comment 0 points Most recent by SRC54 July 11Troubleshooting
• 
  I have not had connectivity to RW Baird going on 4 weeks - FDP-105 (edited)

  nganfield 224 views 25 comments 1 point Most recent by 2BTSquared July 11Adding and Updating Accounts
• 
  How can I get morgan stanley assets to show up

  Answered tbag 46 views 2 comments 0 points Most recent by tbag July 11Managing Your Transactions
• 
  6

  Up
  Onity Mortgage

  Active Duke0486 430 views 25 comments 6 points Most recent by Adam14342 July 10Report Missing Financial Institution or Biller
• 
  Error When Uploading Attachments

  Closed aastol 28 views 0 comments 0 points Started by aastol July 10 Troubleshooting
• 
  How to get manual Investment ("Other Investment") account to update?

  Answered supermatthew 79 views 9 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
• 
  Golden 1 Credit Union - Connection Error (FDP-105)

  MrSacras 1.1K views 32 comments 1 point Most recent by tbag July 10Adding and Updating Accounts
• 
  How to set up a monthly recurring transaction that has a fixed amount and variable

  Answered CHC 66 views 5 comments 0 points Most recent by DryHeat July 10Bills and Income
• 
  Chase balance not correct

  RetiredGuy 182 views 34 comments 0 points Most recent by EL1234 July 10Adding and Updating Accounts
• 
  Neuberger Private Wealth FDP-103/FDP-187/FDP-106 error (edited)

  sgreenstonenj 354 views 52 comments 0 points Most recent by Coach Jon July 10Adding and Updating Accounts
• 
  FDP-102 error with Blackhawk Bank & Trust

  smsides08 24 views 1 comment 0 points Most recent by Coach Natalie July 10Adding and Updating Accounts
• 
  1

  Up Down
  QBP: Quarterly Sales Tax Report (edited)

  Active Cts 18 views 0 comments 1 point Started by Cts July 10 Quicken Business & Personal Feature Requests
• 
  Unable to Add First Command Account (FDP-106)

  craguirre 64 views 5 comments 0 points Most recent by Coach Natalie July 9Adding and Updating Accounts